Brandywine GLOBAL

After the longest, deepest period of value underperformance since the Great Depression, conditions look very positive for value outperformance. And, the past few months could be only the beginning.

Conditions Ripe for Value

Apr 12 2021 | Patrick S. Kaser, CFA

After the longest, deepest period of value underperformance since the Great Depression, conditions look very positive for value outperformance. And, the past few months could be only the beginning.

Three highlights of our current macro thinking include the likelihood of an extraordinary economic boom, the potential for an inflation scare, and the challenged outlook for the U.S. dollar.

Global Macro Update with Francis Scotland

Apr 13 2021 | Francis A. Scotland

Three highlights of our current macro thinking include the likelihood of an extraordinary economic boom, the potential for an inflation scare, and the challenged outlook for the U.S. dollar.

Richard Lawrence discusses the reasons behind our constructive outlook on emerging markets and where fixed income investors may find opportunities.

Global Recovery to Boost Emerging Market Debt

Mar 31 2021 | Richard Lawrence

Richard Lawrence discusses the reasons behind our constructive outlook on emerging markets and where fixed income investors may find opportunities.